Avrio Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$600/hr

“Hourly rates start at $600 USD, project fees negotiated based upon time and complexity.”

Flat or project fee

$12,500

“Standard flat fees for comprehensive planning start at $12,500 USD up to $40,000 USD+ for Clients with complex planning needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Avrio Wealth LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are agreed upon in advance with the Client.”
• “Clients are invoiced a deposit which is non-refundable, the remainder is due upon the delivery of the financial plan but not later than six months following the commencement of the engagement.”
• “Clients are invoiced quarterly in arrears.”

How Avrio Wealth LLC’s fees compare

• Its hourly rate of $600 is above the New York median of $300. 92% of the 301 other New York planners that publish an hourly rate charge less.
• 58 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $12,500 is above the New York median of $4,500. 86% of the 251 other New York planners that publish a flat or project fee charge less.
• 41 of the 52 other planners in New York that publish a flat or project fee charge less.

About Avrio Wealth LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$12,500 minimum fee (stated in brochure)

Clients

35

Employees

3

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$27,288,602

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

337579

Website

avriowealth.com (opens in new tab)

Phone

(646) 825-3957

Can advise clients in 3 states: New Jersey, New York, Texas

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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